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Listen Here
0:22

 

✏️ Introduction

Need to share a candidate’s CV or questionnaire with someone who doesn’t have access to the ATS? You can easily do this by sending these to any valid email address.

 

There are a couple of ways to carry out this action:

  1. From the job view page once a candidate has submitted their application.
    1. See our further guidance on the 🖱️ Job View Page here
  2. From the talent search page
    1. See our further guidance on 🖱️ Talent Search here
  3. From Job Notifications
    1. See our further guidance on 🖱️The Job Creation Process here
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💼 Via Job View

To get started, head to “jobs”, “view job list” and select the relevant job, followed by the relevant candidate(s) by selecting the check box (1). 

You will now see the options menu available to you, click on this followed by email/cv questionnaire (2).

 

 

 You will now be presented with a pop-up to complete. 

 

 



Each email in the email pack is usually customised at the start of your contract with Tribepad to reflect the communication style of your organisation.

 

You can edit the content on an ad-hoc basis if you want to make particular changes just once for example.

  • From
    You may have the option to select the drop-down menu here and choose whom the email is sent from.
  • To
    Add the recipient's email address, you may add more than one email address.
  • Email subject
    The subject shown here can be changed or you can leave it as presented to you.
  • Email content
    The content shown here can be changed or you can leave it as presented to you.
  • Attachments
    If you would like to include some supporting documents, you can upload a file by selecting the 'Upload File' button.  Once uploaded you will be able to see the attachment, which you can also delete if required.
  • CV attached
    Select the drop-down menu to select your preferred option.

  • Original CV
    If a candidate has uploaded their own CV, you may want to send this to your colleague. 
  • Tribepad generated
    This CV is populated by Tribepad with information that is shown on the candidate's profile.

The next step is to choose how you send the attachments.

This is relevant if you are choosing to send more than one candidate's CV.

  • Keep separate
    If you choose to send a CV and a questionnaire, they will be shown as separate attachments.
  • Single file
    If you are sending multiple CV's they will be listed one after the other in one single attachment. If you select this toggle, you will be presented with a further toggle allowing you to attach portfolio documents related to the candidate's application.
  • Single file per candidate
    The CV and questionnaire (if selected) will be sent as an individual attachment for each candidate.
  • Attach questionnaires
    If the candidate has completed any questionnaires associated with their application, you can select this option if you would like the recipient to be able to view their responses. You can also select whether to restrict the questionnaires that are sent for example perhaps you only want to include pre-screening questionnaires.

 

Once you are happy with all of the content and the selections that you have made, select send.

 

Here is an example of the email that is sent:

 

 

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0:32

 

🌟 Via Talent Search

To get started, head to “Talent Search” and select the candidate(s) by selecting the checkbox next to their name (1).

 

You will now see the “Email CV / Questionnaire” button become available for you to click (2).

 



Once clicked you will see the following pop-up, where you are able to create an email from scratch, attach a CV and send: 



 

 

Once you are happy with all of the content and the selections that you have made, select send.

 

Here is an example of the email that is sent:

 

 

 

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1:27

 

🚨 Via Job Notifications

Job notifications allow you to send a copy of the candidate's CV as soon as their application has been registered against a job.

This is a great option for a user that only has a small number of roles that they are recruiting for and perhaps doesn't use the ATS on a day to day basis, perhaps a Hiring Manager for example.

 

 

To use this feature, head to the first page of the job creation process and scroll down to “Job Notification”.

Add in the email address of the person that you would like to send the candidate's cv to and hit enter once you have added an email address.

If needed, you can add more than 1 email address.

 

 

  • If a CV is uploaded as part of the application, this will be the email that is emailed.
  • If a CV is not uploaded as part of the application, the Tribepad generated CV will be emailed instead.

 

 

Once you are happy with the information you have added, you may continue with the job creation process as normal.

To read more about the Job Creation process, see our 🖱️ further guidance here.